Rocketlane

What do you like best about the product?

Project Templates are one of the biggest time-savers for me because we can reuse the structure of a delivery without forcing every project into the exact same shape. With role-based placeholders and dynamic conditions, we can adjust the plan based on what was actually sold. And with Spaces, allocations, and automations, a new project can kick off with most of the operating model already set up. That reduces the initial setup work, but the bigger win is avoiding the small, easy-to-miss tasks that don’t get noticed until they turn into a blocker. The Customer Portal has also changed how we work with clients. Rather than sending a status email and then a separate list of pending documents and approvals, we can share the project plan, action items, files, FAQs, training, and approvals in one branded space, while still controlling exactly what the client can see. I also rely on Project Updates, automations, and timesheets to keep projects moving without having to manually nudge every next step. The update templates keep milestones, risks, and approvals consistent, and the automations take care of routine transitions when a phase changes or a form is completed. Status meetings became noticeably better once everyone could see the same project state before joining the call.

What do you dislike about the product?

Automations need more care than they might seem at first. One bad rule can push a project forward, change what the client sees, or create work nobody expected. We treat important automations almost like workflow changes in code: we test them first on a controlled project, check the edge cases, and only then reuse them more broadly.

What problems is the product solving and how is that benefiting you?

An enterprise onboarding started to slip because of a pretty ordinary misunderstanding. The client assumed we were already configuring an integration, while our team was still waiting on credentials from their side. We did have a project plan, but the key dependency was scattered across an internal sheet, email threads, and team tasks, so no one had a clean, shared view of what was actually blocking progress. We moved the project into Rocketlane using a phased Project Template, added placeholders for Implementation, Solutions, and Customer Success, and set up dynamic conditions so module-specific tasks only appeared when they were relevant. Through the Customer Portal, the client could see the exact action items and documents we were waiting on, which immediately reduced back-and-forth. Our first automation still had a flaw: it moved the project to “Ready for Configuration” as soon as a form was completed, even when an internal approval was still missing. We tightened the trigger so both conditions had to be true, and we added a recurring Project Update to keep risks and dependencies visible. After that, we stopped maintaining a separate tracker just to figure out who was blocking the project. The client had a much clearer view of what they owed us, and I could spend more time handling real exceptions instead of chasing tasks the system was already capable of tracking.

What do you like best about the product?

Rocketlane has been a great tool for managing my projects. It’s very easy to use, and as a visual person, I really appreciate its clean, simple, and intuitive interface.

What do you dislike about the product?

One thing I dislike is having to manually mark each subtask as N/A when the primary task itself is already marked as N/A.

What problems is the product solving and how is that benefiting you?

It helps me stay organized, track project progress, and easily see what needs to be done without feeling overwhelmed.

What do you like best about the product?

The collaboration opportunities, the ability to track projects in different ways, and the overall overview are really helpful. Support has also been great when it comes to adjusting things and making tweaks so it works for our business.

What do you dislike about the product?

The adoption rate, and making sure people are sticking to their targets, are the main areas for me. Training and best-practice use cases could be clearer, and the reporting could be enhanced as well—although that might just be down to my own lack of knowledge.

What problems is the product solving and how is that benefiting you?

I use it to track time spent, make sure projects are moving forward, and ensure colleagues are sticking to deadlines. I also use it to track any risks.

What do you like best about the product?

Great project implementation system, allows our customers to follow the project, gain insights and collaboratively complete tasks.

What do you dislike about the product?

There are a lot of configuration settings--be prepared to spend significant time setting up the system the way you want it to work.

What problems is the product solving and how is that benefiting you?

We needed a product to coordinate the project timeline across multiple stakeholders, have a place for teams to stay up to speed and complete tasks + review training materials.

What do you like best about the product?

I use Rocketlane for my implementation projects and project management, and it really makes the project management piece so much easier. I love that I can manage my tasks, deadlines, go-live dates, and risks directly from there. The flexibility with templates, tasks, dates, and timesheets is something I appreciate. The CSAT feature is also easy to use, which is great for customers to fill in along with the surveys. I love seeing the overall timeline of implementation with the most important details in one view, and having all of my projects, important notes, and dates in one place is very convenient. I also find the Outlook integration for timesheets handy, and the initial setup was very easy! I would definitely recommend Rocketlane to anyone who needs implementation software.

What do you dislike about the product?

I would like to have a monthly calendar view of tasks to better manage my time and deadlines.

What problems is the product solving and how is that benefiting you?

Rocketlane makes project management easier, allowing me to manage tasks, deadlines, go-live dates, and risks directly. I appreciate its flexibility with templates, tasks, timesheets, and the CSAT feature. It also gives me a view of all projects and important dates in one place.

What do you like best about the product?

The UI definitely led us to believe the product would have better functionality.

What do you dislike about the product?

I found Rocketlane quite disappointing. We bought it hoping it would help with our Customer Success operations, but it didn't deliver any solutions. The integration with other tools like HubSpot and Linear didn't work as expected, and data didn't sync properly. We felt misled during the sales process, and after paying for the product, we were left with no useful solution and were ghosted by the support team. Additionally, the setup was difficult and took weeks, ending up in disappointment. We also lost $9,000 with no support or a product that could be of use.

What problems is the product solving and how is that benefiting you?

n/a

What do you like best about the product?

I like how it’s evolving and improving over time, especially with the AI features.

What do you dislike about the product?

The utilization doesnt always work or report how we want it to

What problems is the product solving and how is that benefiting you?

Allocation if Resource agent works

What do you like best about the product?

It’s structure of projects really helps the team know what to execute each step of the way

What do you dislike about the product?

Reporting can be tricky to get what you want

What problems is the product solving and how is that benefiting you?

Visibility of projects across large teams doing different functions

What do you like best about the product?

Projects are well organized, with all the necessary details clearly laid out in each tab. Communication is also organized and straightforward, which makes it easy to use.

What do you dislike about the product?

Handling communication with non-team members on the project could be improved. I’ve experienced situations where someone was CC’d on emails but didn’t receive the replies, and I’ve also had difficulty seeing who was CC’d when a team member includes someone.

What problems is the product solving and how is that benefiting you?

Integration from other tools makes it much easier to manage project updates across multiple projects. We handle at least 20 projects per consultant, and when I’m looking at each project, it’s easier to work with because the tabs are so well organized.

What do you like best about the product?

Rocketlane is a powerful project management platform with an almost overwhelming number of features. Even so, it’s easy to understand what your tasks are and where the project stands overall, from its health to its timeline. Rocketlane has proven its value thus far, primarily in the great team and support.

What do you dislike about the product?

The sheets feature has a lot of potential, but doesn't quite meet expectations when comparing to a similar tool like excel or smartsheet. I have already seen improvements in the 2 months I've been using Rocketlane, so I am confident this tool will continue to improve.

What problems is the product solving and how is that benefiting you?

It's great to keep everything project-related in one place. It's easy to share information internally.